Beyond Compliance – Advice That Matches the Complexity of Your Situation
Schulman Lobel works with individuals and businesses who have outgrown basic compliance — and need a CPA who takes the time to truly understand their situation before offering advice.
We go beyond the return. Our clients expect strategic, personalized guidance that reflects
the real complexity of their financial lives, their businesses, and their goals.
Our Services
Tax Planning and Compliance
Stop Overpaying. Start Planning
Most tax returns look back. Our work starts well before year-end. We help businesses and individuals minimize tax liabilities, navigate complex federal and state laws, and identify opportunities to improve long-term tax efficiency, so compliance becomes a byproduct of good planning, not the goal itself.
Business Management
Financial Control Without
The Complexity
For entertainers, executives, entrepreneurs, and high-net-worth individuals, the financial side of life can consume time and attention that should be elsewhere. We manage and coordinate your financial operations, budgeting, bookkeeping, bill payment, payroll, and reporting, so you maintain full clarity and control without carrying the operational burden yourself.
Accounting and Financial Reporting
Informed Decisions Anchored By Accurate Financial Reporting
You can't manage what you can't measure. Our team provides reliable bookkeeping, financial statement preparation, and reporting support that gives business owners a clear, accurate picture of their financial performance — and the foundation to make smarter operational and strategic decisions.
Financial
Advisory
Get the Support you Need
When the outcome depends on the numbers, you need someone who can stand behind them. We provide independent business valuations, quality of earnings reports, and forensic accounting services for attorneys, business owners, and financial professionals navigating M&A transactions, disputes, divorces, and complex financial investigations
Audit and Assurance Services
The Confidence That Comes From Independent Verification
Lenders, investors, and regulators need to trust your numbers. Our audit and assurance practice, provided through Schulman Lobel LLP, delivers independent verification of your financial statements, strengthening transparency and giving stakeholders the confidence they need
to move forward.
International
Tax
One Misstep Across Borders
Can Cost You
Get the Right Advice Before It's an Issue. Cross-border tax is a specialty. We advise on foreign income reporting, FBAR and FATCA obligations, treaty positions, and international structures — for U.S. persons with foreign exposure and businesses operating across jurisdictions.
Entertainment
Protecting and growing wealth for talent, creators, and the businesses behind them
Manufacturing
Tax efficient structures that strengthen margins and support long-term growth
Healthcare
Financial clarity and compliance for practices navigating a complex regulatory environment
Nonprofits
Maximizing mission impact through sound financial stewardship and compliance
Fashion
Advising brands through the financial complexities of growth, sourcing and margin management
Real Estate
Structuring investments and developments to capture every available tax advantage
Professional Services
Strategic financial guidance for firms where people are the core asset
Technology
From start-up through scale – tax, equity and financial strategy for high growth companies
HNW
Sophisticated planning to preserve, grow and transfer wealth across generations
What Are You Missing?
You CPA should be asking these questions – if they’re not, we will.
Are Things Actually Adding Up?
Do your numbers accurately reflect what's happening in your business,
and give you the information you need to make confident decisions?
Is Your CPA Thinking Ahead, or Just Keeping Up?
Proactive advice looks different from reactive filing.
Are your advisors anticipating issues, or waiting for you to raise them?
Do you Have The Right Tax Strategy, Or Just a Tax Return?
There's a difference between filing accurately and planning strategically.
Are you leaving money on the table today, or setting up problems for tomorrow?
Will Your Financials Hold Up When They Matter Most?
An audit, a transaction, a capital raise — these are not the moments to discover gaps.
Are your records clean, supportable, and ready for scrutiny?
Is Financial Management Pulling You Away From Your Business?
Your financials should be an asset, not a distraction.
Do you have a partner who simplifies the complexity so you can focus on running the business?
Are You Structured For Where You Are Going?
The systems and structures that got you here may not be built for where you're headed.
Is your business set up for the next stage — not just the current one?
You shouldn't have to trust a firm blindly. Here's what's on the record.
National rankings, entertainment industry press, and the global alliances that vet firms like ours.
Recognition
01
Forbes
Best-In-State CPAs
Schulman Lobel is featured on Forbes' 2026 list of the best CPAs, firm by firm, state by state.
02
Variety
Business
Managers Elite
Five Schulman Lobel partners named to the Business Managers Elite list every year since 2023: Andrew Blackman, Wesley Childs, Rob Grubman, Marc Zand, and
Ron Myers.
03
Trusted Advisor Association
The Trusted 100: Business Management
Schulman Lobel partners Rob Grubman and Wesley Childs named in 2025 and 2026.
04
Accounting Today
Mid-Atlantic Regional Leader
Schulman Lobel named among the Mid-Atlantic's top performing firms for growth and performance in 2026.
05
Vault
25 Best Accounting Firms to Work For
Schulman Lobel ranked among Vault's Best Accounting Firms in 2026.
06
IAPA International & MSI Global Alliance
Member Firm,
Two Worldwide Alliances
Schulman Lobel is a member firm of IAPA International and MSI Global Alliance, with trusted resources in more than 100 countries.
Insights That Matter
Stay informed with expert perspectives on tax legislation, planning strategies, business advisory matters, and regulatory developments.
